Family Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $149K | Sell |
1,270
-108
| -8% | -$12.6K | 0.09% | 112 |
|
|
2024
Q2 | $147K | Buy |
1,378
+39
| +3% | +$4.16K | 0.09% | 111 |
|
|
2024
Q1 | $148K | Buy |
1,339
+65
| +5% | +$7.19K | 0.09% | 110 |
|
|
2023
Q4 | $138K | Sell |
1,274
-4
| -0.3% | -$433 | 0.09% | 113 |
|
|
2023
Q3 | $121K | Buy |
1,278
+15
| +1% | +$1.42K | 0.09% | 108 |
|
|
2023
Q2 | $126K | Sell |
1,263
-124
| -9% | -$12.4K | 0.09% | 116 |
|
|
2023
Q1 | $134K | Buy |
1,387
+102
| +8% | +$9.87K | 0.1% | 111 |
|
|
2022
Q4 | $122K | Buy |
+1,285
| New | +$122K | 0.1% | 100 |
|